Don't Forget To Open Your Tax Gift Under The Christmas Tree
Podcasts > My Money Is Safe
Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insurance in the states of South Carolina, North Carolina, Florida and Tennessee. Greg is well respected in the financial industry as a Complete Advisor. Being able to help Americans save taxes and reduce their risk in their retirement portfolios is what Greg specializes in. He has helped hundreds of clients’ have a more prosperous and less stressful retirement by showing them how to safely protect their assets from nursing home, medicaid, inflation and the ups and downs of the stock market. Greg offers support to clients by providing educational workshops for civic and church groups as well as other nonprofit organizations. He has given well over several hundred workshops throughout his career. Greg resides in Greenville and have been together for over 33 years. He has four children and one grand-daughter.
Saturday, December 13, 2025
It’s the most wonderful (and expensive) time of the year… but hosts Greg Elie and Patti Jaynes are here to remind you that one of the biggest gifts you’ll get this Christmas isn’t wrapped in shiny paper — it’s the still-in-effect Trump Tax Cuts (the Tax Cuts and Jobs Act of 2017) that are keeping millions of Americans in historically low tax brackets. In this warm, laughter-filled Christmas special, the duo explains why today’s tax rates are some of the lowest in decades and why waiting until 2026 could mean paying thousands more.
In this festive (and tax-smart) episode of My Money Is Safe with Greg Elie, you’ll hear:
- How to “unwrap” the gift with smart Roth conversion strategies done in steps (not all at once!) so you stay in the 12% or 22% bracket
- Why 2025 could be your last great chance before provisions sunset in 2026
- Plus, Greg singing with Josh Groban & Bing Crosby, wild volcano stories, and Patti’s touching story of taking her beloved mother to see the Polar Express movie and ride the real Polar Express train in North Carolina – one of her final, cherished adventures with her mom
Call the Prosperity Group today at 1-800-808-5514 or go to mymoneyissafe.com for your no-cost tax strategy session.
Merry Christmas and Happy New Year from the Prosperity Group — may your holidays be bright and your taxes stay low!
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